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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

395 hedge funds and large institutions have $3.25B invested in Dimensional US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 185 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+71
Holders Change %
+21.91%
% of All Funds
5.26%
Holding in Top 10
56
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+40%
% of All Funds
0.75%
New
89
Increased
185
Reduced
78
Closed
11
Calls
$18K
Puts
$252K
Net Calls
-$234K
Net Calls Change
-$545K

Top Buyers

1
SC
1
Savant Capital
Illinois
$248M
2
MG
2
Mather Group
Illinois
$129M
3
EP
3
Essential Planning
New Hampshire
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$122M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$95.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$235M
2
B
2
BetterWealth
California
$7.19M
3
EWA
3
EP Wealth Advisors
California
$66.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$255K
5
PWMG
5
Private Wealth Management Group
New Jersey
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
126
Tru Independence Asset Management 2
Oregon
$3.53M -$1.32M -42,848 -27%
GCA
127
Gradient Capital Advisors
California
$3.53M +$659K +21,406 +23%
FFA
128
Farther Finance Advisors
California
$3.52M -$142K -4,624 -4%
DI
129
Disciplined Investors
Texas
$3.5M +$3.5M +114,527 New
CCA
130
Cravens & Co Advisors
Tennessee
$3.48M +$30.8K +1,000 +0.9%
AIS
131
American Investment Services
Massachusetts
$3.45M -$45.5K -1,479 -1%
SCA
132
Strathmore Capital Advisors
North Carolina
$3.44M +$3.44M +111,811 New
ACP
133
Aviance Capital Partners
Florida
$3.42M +$143K +4,631 +4%
BH
134
Burk Holdings
Oklahoma
$3.41M +$3.41M +110,794 New
QFA
135
Quantum Financial Advisors
California
$3.41M +$923K +29,983 +37%
PS
136
Pinney & Scofield
Massachusetts
$3.25M +$3.25M +105,731 New
MWM
137
Melfa Wealth Management
Massachusetts
$2.98M +$581K +18,874 +24%
QC
138
Quent Capital
New York
$2.97M +$812K +26,391 +38%
AFO
139
Aurelius Family Office
New Hampshire
$2.9M +$2.9M +94,109 New
LG
140
LAM Group
Oregon
$2.85M +$3.76K +122 +0.1%
CFO
141
Collective Family Office
Pennsylvania
$2.79M +$164K +5,328 +6%
IWC
142
Integrated Wealth Concepts
Massachusetts
$2.74M +$6.16K +200 +0.2%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2.73M +$778K +25,275 +40%
SHFA
144
SC&H Financial Advisors
Maryland
$2.7M +$83.8K +2,723 +3%
AIM
145
Advyzon Investment Management
Illinois
$2.69M +$2.69M +87,246 New
DWM
146
Dopkins Wealth Management
New York
$2.6M +$2.08M +67,724 +402%
BTI
147
Blue Trust Inc
Georgia
$2.58M +$854K +27,755 +49%
FS
148
Financial Symmetry
North Carolina
$2.56M -$118K -3,818 -4%
VAG
149
Vannoy Advisory Group
Texas
$2.52M -$30.1K -979 -1%
LFA
150
Level Financial Advisors
New York
$2.5M +$319K +10,370 +15%
4 5
6
7 8